We are live on ! Find out more
FTNT icon

Fortinet

1,316 hedge funds and large institutions have $39B invested in Fortinet in 2026 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 507 increasing their positions, 486 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 1,3241,316 (-8)

1.78% less ownership

Funds ownership: 66.36%64.58% (-1.8%)

25% less call options, than puts

Call options by funds: $540M | Put options by funds: $723M

Holders
1,316
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$540M
Puts
$723M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
826
Sax Wealth Advisors
New Jersey
$425K
Envestnet Portfolio Solutions
827
Envestnet Portfolio Solutions
Illinois
$425K
ACM
828
Andina Capital Management
Utah
$424K
JTWM
829
Jackson Thornton Wealth Management
Alabama
$424K
RCAG
830
Rehmann Capital Advisory Group
Michigan
$421K
PA
831
Pinnacle Associates
New York
$421K
MWM
832
Meridian Wealth Management
Kentucky
$418K
AWA
833
Acorn Wealth Advisors
Michigan
$416K
IAG
834
Investment Advisory Group
Massachusetts
$415K
KAM
835
Knightsbridge Asset Management
California
$412K
SFC
836
SYM Financial Corp
Indiana
$412K
AFT
837
Alpha Family Trust
California
$410K
CA
838
Commerzbank Aktiengesellschaft
Germany
$410K
IPW
839
Impact Partnership Wealth
Georgia
$409K
GC
840
Garde Capital
Washington
$409K
ZIG
841
Zuckerman Investment Group
Illinois
$409K
ILI
842
Invesco LLC (Illinois)
Illinois
$408K
CAM
843
Cresset Asset Management
Illinois
$407K
NFSG
844
Newbridge Financial Services Group
Florida
$405K
YMRC
845
Yorktown Management & Research Company
Virginia
$405K
BW
846
BXM Wealth
Colorado
$400K
PP
847
PDS Planning
Ohio
$400K
JCIA
848
Jackson Creek Investment Advisors
Colorado
$399K
SDIC
849
South Dakota Investment Council
South Dakota
$399K
CAM
850
Close Asset Management
United Kingdom
$397K